Experience
Gorman Wealth Services   December 2014 - Present
First Annuity & Insurance Marketing  December 2014 - Present
Wealth Strategies Group   May 2009 - December 2014
American National Insurance  August 2008 - April 2009

Skills
Insurance, Disability Insurance, Long-term Care, Life Insurance, Finance, Securities, Financial Planning, Investments, Estate Planning, Investment Strategies, Retirement Planning, Retirement Income..., Variable Annuities, Fixed Annuities, Indexed Annuities, Financial Services, Term Life Insurance

Education
University of Northern Colorado   2004 — 2007
Bachelor of Arts (BA)

Experience
California State Assembly  December 2012 - Present
Securities America, Inc.   July 2007 - Present
Wealth Strategies Group   June 2001 - Present
Brookstreet Securities Corporation  June 2001 - July 2007
AG Edwards & Sons Inc.   March 1996 - June 2001

Skills
Investments, Strategic Planning, Wealth Management, Financial Planning, Securities, Management, Investment Advisory, Public Speaking, Financial Services, 401k, Politics, Political Campaigns, Political Consulting, Strategic Financial..., Marketing Strategy, Corporate Benefits, Fundraising, FINRA, Leadership, Investment Management, Portfolio Management, Disability Insurance, Social Media, Policy, Mortgage Lending, Health Insurance, Tax, Government, Series 24, Mutual Funds, Financial Analysis, Series 63, Project Planning, Public Relations, Valuation, Retirement Planning, Accounting, Series 7, Insurance, Public Policy, Finance

Education
California State University-Long Beach
Bachelor of Arts, Economics

California State University-Los Angeles

Experience
UNITE HERE HEALTH  December 2013 - August 2014
APICS  2006 - July 2014
Colonial Life  October 2008 - December 2013
Wealth Strategies Group   June 2006 - January 2008
NAIFA  October 2002 - June 2007
Aflac  2000 - 2006
Housing Services  1988 - 1990

Skills
Critical Thinking, Staff Development, English grammar, Team Leadership, discretion, public speaking, Strategic Public..., Persuasive Presentation..., Cross-functional..., Public Speaking, Public Relations, Employee Benefits, Insurance, Sales, Marketing, Operations Management, Project Planning, Editing, Team Building, Recruiting, Customer Service, Leadership Development, Account Management, Health Insurance, Business Planning, Life Insurance, Healthcare, Social Networking, Disability Insurance, Social Media, Marketing Communications, Microsoft Office, Inventory Management, Workers Compensation, Management, Discretion, Leadership, Interviews, Insurance Law, Lexis, Legal Assistance, Liability, Litigation Support, Document Review, Legal Research, Wordperfect, Legal Documents, Program Management, Legal Writing, Small Business

Education
Sumner College   2011 — 2012
AA Applied Science /Paralegal Studies, Legal Assistant/Paralegal, 3.8

University of Nevada
Bachelor of Science, Business Administration and Management, General

University of Nevada-Las Vegas
Bachelor of Arts, Fine Arts, Criminal Justice

Fashion Institute of Design & Merchandising   1988 — 1989
Associate of Arts, Merchandise Marketing

Experience
A Taste for Art   October 2014 - Present
Wealth Strategies Group   August 2011 - Present
The Guardian Life Insurance Company of America  August 2011 - Present
Colorado Alliance of Illustrators   May 2011 - Present
Fantasy Construct Creative Studios   January 2007 - September 2011
Bankers Life and Casualty  March 2011 - August 2011
Philosophy Communication  2011 - 2011

Skills
Retirement Planning, Fixed Annuities, Strategic Financial..., Long-term Care, Disability Insurance, Retirement, Estate Planning, Investments, Whole Life, Life Insurance, Term Life Insurance, Investment Strategies, Financial Services, IRAs, Long Term Care Insurance, Personal Finance, Wealth, Mutual Funds, Asset Allocation, Illustration, Digital Illustration, Small Business, Finance

Education
Metropolitan State College of Denver   2010 — 2011
Finance and Business Management

Insurance and Securities School of Colorado   2010 — 2011
Life, Accident & Health, Annuities, Long-term Care, Insurance and Insurance Law

Rocky Mountain College of Art and Design   2003 — 2009
Bachelor of Fine Arts in Illustration, Illustration: Conceptual, Children's Books, Detailed Human Anatomy, Figure Painting, Animal Anatomy

Nakazono Securities School   2013 — 2013
Series 7, Pass

Experience
Wealth Strategies Group   January 2015 - Present
GolfTEC  January 2012 - January 2015
Embassy Suites  October 2011 - February 2012
Cox Classic by Lexus of Omaha   May 2011 - August 2011
Madden's on Gull Lake  May 2010 - July 2011
GreenToTee Golf Academy   May 2009 - August 2009
Champions Run Golf Course  May 2008 - August 2008

Skills
Golf Instruction, Sales, Customer Service, Coaching, Problem Solving, Teamwork, Golf Courses, Event Management, Resorts, Event Planning, Golf, PGA, Tournaments, Sports, Public Speaking

Education
University of Nebraska-Lincoln   2006 — 2011
2011 Bachelor of Science, Professional Golf Management

Experience
RE/MAX Properties Inc. Colorado Springs, CO   October 2011 - Present
Masterbilt Homes   April 2010 - October 2011
GJ Gardner Homes  May 2009 - October 2010
Donna Vessey Events   July 2008 - November 2008
Colorado Commercial Builders   October 2006 - July 2008
Wealth Strategies Group   October 2003 - December 2006
Colorado Commercial Builders   April 2001 - October 2003
Team Chevrolet  May 1999 - April 2001

Skills
Contract Negotiation, Land Development, New Home Sales, Land Sales, Market Analysis, Advertising, Existing Home Sales, Investment Properties, Real Estate Investment, Customer Satisfaction, Customer Relations, Customer Service, Marketing Strategy, Online Marketing, Real Estate Transactions

Education
University of Colorado Colorado Springs   1995 — 1999
BA, Chemistry

Experience
GM Turf Equipment   September 2014 - Present
Self-employed  February 2013 - Present
Wealth Strategies Group   October 2011 - February 2013
Northwestern Mutual  2008 - October 2011

Skills
Permanent Life Insurance, Term Life Insurance, Disability Insurance, Key Person Insurance, Fixed Annuities, Asset Protection, Long-term Care, Personal Budgeting, Estate Planning, Life Insurance, Long Term Care Insurance, Retirement, Retirement Planning, Sales, Strategic Financial..., Wealth, Wealth Accumulation, Wealth Management

Education
Brigham Young University   2003 — 2008
BS, Business

Experience
Raytheon Intelligence and Information Systems  October 2011 - Present
Wealth Strategies Group   February 2006 - October 2011
Isakson Consulting   2003 - 2006
Cook Medical  2002 - 2003
Indiana University Bloomington  2000 - 2003
Sears, Roebuck and Co.   2001 - 2001
Aerojet  1997 - 2000
United States Air Force  1990 - 1998

Skills
Project Management, Business Development, Program Management, Leadership, Systems Engineering, Strategy, Sales, Financial Services, Service Management, Cross-functional Team..., Six Sigma, Strategic Planning, Process Improvement, Business Strategy, Product Development, Competitive Analysis, Financial Modeling, Analysis, Business Analysis, Product Management, Project Planning, Training, Management Consulting, Integration, Supply Chain Management, Management, Business Process..., Change Management, Finance, Manufacturing, Financial Analysis, Supply Chain, Earned Value Management, Data Analysis, Negotiation, Engineering, Process Engineering, Start-ups, Consulting

Education
Indiana University - Kelley School of Business   2000 — 2002
MBA, Management Consulting and Operations

Colorado State University   1985 — 1990
Bachelor's of Science, Mechanical Engineering

United States Air Force Academy   1984 — 1984

Experience
Wealth Strategies Group   October 2006 - Present
A & I Financial Services   September 1995 - May 1998
Sindrich and Associates   1994 - 1995
Cigna Group Insurance  October 1980 - October 1993

Skills
Insurance, Life Insurance, Disability Insurance, Underwriting, Employee Benefits, Customer Service, Strategic Financial..., Finance, Marketing, Sales

Education
The University of New Mexico   1979 — 1981

Experience
CCS Medical  February 2011 - Present
Wealth Strategies Group   August 2009 - December 2010
ServiceMaster of Arapahoe/Douglas County   January 2007 - July 2009

Skills
Direct Sales, Inside Sales, Online Marketing, B2B, Healthcare, Outside Sales, Marketing, Marketing Communications, Lead Generation, Marketing Strategy, Cold Calling, New Business Development, Medicare, Customer Service, Sales Process, Sales Presentations, Customer Satisfaction, Medicaid, Public Speaking, Wound Care, Sales, Sales Operations, Health Insurance, Managed Care, Selling Skills, Diabetes, Medical Devices, Salesforce.com, Selling, Training, Urology, Account Management, Event Planning, Social Media, Microsoft Office

Education
University of Northern Colorado   2005 — 2007
Bachelors, Communications & Marketing

Yavapai Junior College   2003 — 2005
Associates Degree, Communications

Experience
Securities America, Inc. Member FINRA/SIPC   February 2015 - Present
Wealth Strategies Group   2015 - Present

Education
University of California, Riverside   2008 — 2013

Granite Hills High School   2004 — 2008

Experience
NASA Langley Research Center  August 2015 - Present
UC Merced  August 2015 - Present
University of California, Merced  June 2015 - August 2015
Garden Grove Unified School District  January 2015 - June 2015
UC Campus College Prep   February 2014 - June 2015
Janet Nguyen State Senate Campaign   October 2014 - January 2015
UC Campus College Prep   July 2014 - September 2014
Wealth Strategies Group   July 2014 - August 2014
Mayor Faulconer Campaign 2014   January 2014 - February 2014
Lawrence Berkeley National Laboratory  January 2013 - January 2014

Skills
Research, Analysis, Fundraising, Laboratory, Project Management, Negotiation, Analytic Geometry, Synthetic Geometry, Mathematical Modeling, Multivariable Calculus, Quantitative..., Human Physiology, Academic Coaching, Customer Service, Community Outreach, Nonprofits

Education
University of California, Merced   2015 — 2020
Doctor of Philosophy (PhD), Biological Engineering of Small-Sale Technologies

University of California, Berkeley   2009 — 2013
Bachelor of Arts (BA), Integrative Biology (Human Biology)

Osaka University   2012 — 2012
Certificate of Completion, Japanese Language and Literature

Experience
Michael Kors  July 2014 - Present
Michael Kors  November 2013 - July 2014
kate spade  July 2011 - November 2013
Wendoh Media  June 2011 - August 2011
Juicy Couture  June 2010 - June 2011
Wealth Strategies Group   January 2008 - April 2009
Starbucks  June 2005 - January 2008

Skills
Visual Merchandising, Customer Service, Retail Management, Operational Excellence, Store Management, Performance Management, Store Operations, Cash Management, Inventory Management, Sales Management, Employee Training, Clienteling, Microsoft Office, Public Relations, Press Releases, Creative Writing, News Writing, Social Media, Integrated Marketing, Blogging, Marketing, Advertising Strategy, Loss Prevention, Management, Creative Strategy, Retail, Merchandising, Fashion

Education
University of Nevada, Las Vegas   2009 — 2012
Bachelor of Arts (B.A.), Journalism: Integrated Marketing Communications

College of Southern Nevada   2006 — 2009
Associate of Arts (A.A.)

Experience
SolarCity  September 2015 - Present
SolarCity  June 2015 - August 2015
SolarCity  January 2015 - May 2015
Nationwide Power Solutions, Inc.   October 2013 - December 2014
OU81 Nutritional Bars   January 2012 - October 2013
Paragon Healthcare  March 2012 - December 2012
Wealth Strategies Group   October 2008 - November 2012
Las Vegas Convention and Visitors Authority  January 2008 - July 2008
Wells Fargo  September 2006 - January 2008
Wells Fargo  November 2000 - September 2006

Skills
Business Strategy, Healthcare, Finance, Banking, Marketing, Cash Flow, Business Planning, Financial Reporting, Investments, Lead Generation, Cold Calling, Cold Emailing, Sales, Business Relationship..., Business Relationship..., Management, Public Speaking, Business Development, Strategy

Education
Loyola Marymount University, College of Business Administration   1996 — 1998
Bachelors, Finance, 3.37 GPA

University of Nevada Las Vegas Lee Business School   1994 — 1996
Associate's degree, Finance

Experience
Town & Country Insurance   July 2014 - Present
Alliance Insurance Group of Colorado   March 2012 - July 2014
Wealth Strategies Group   May 2005 - March 2012

Skills
Insurance, Sales, New Business Development, Email Marketing, Marketing Strategy, Management, Customer Service, Social Media Marketing, Strategic Planning, Team Building, Social Networking

Education
Kaplan College-Denver   2013 — 2014
Real Estate

Experience
The Wright Group Services  February 2015 - Present
HomeSmart Realty Group  July 2009 - Present
Kateyka Fashions   2002 - Present
Rocky Mountain Benefits Services   April 2007 - February 2015
Wealth Strategies Group   2006 - April 2007
Anthem BCBS  2000 - 2005
First Medical Credit Union   1999 - 2000

Skills
Insurance, Analysis, Account Management, Real Estate, Negotiation, Sales, Customer Service, Business Development, Public Speaking, Investments, Project Management, Management, Employee Benefits, New Business Development, Finance, Sales Management, Start-ups, Leadership, Marketing Strategy, Foreclosures, Strategy, Training, Contract Negotiation, Social Networking, Selling, Risk Management, Financial Analysis, Recruiting, Accounting, Investment Properties, Investors, Team Building, Residential Homes, Strategic Planning, Program Management, Entrepreneurship, CRM, Direct Sales, Sellers, Market Research, Business Strategy, Real Estate Transactions, Budgets, Business Planning, Small Business, Coaching, Process Improvement, Online Marketing, HUD, Mergers & Acquisitions

Education
PSI Seminar 2005   2005 — 2007

Jones's College   2005 — 2005
real estate broker, real estate

Insurance and Securities Schools of America   2003 — 2003
Life & Health Ins agent, Life and Health Ins

The Colorado Credit Union School   1999 — 2000
CU Accounting, Accounting

Odessa State Environmental University   1993 — 1997
Bachelor of Science (BS), Ecology and Evolutionary Biology

Experience
Raytheon  July 2011 - Present
Wealth Strategies Group   June 2010 - September 2010
Virginia Tech - Pamplin School of Business   January 2009 - May 2009
Linens N Things  2001 - 2008

Skills
Financial Analysis, Data Analysis, Financial Modeling, Analysis, Business Analysis, Process Improvement, Risk Management, Budgets, Finance, Program Management, Cross-functional Team..., MS Project, Government, Requirements Analysis, Microsoft Office, Strategic Planning, Project Management, Financial Reporting, Management Consulting, Forecasting, Contract Management

Education
Virginia Polytechnic Institute and State University - Pamplin College of Business   2008 — 2011
MBA, Finance

Bangalore University
BA, Psychology & Sociology

Experience
Billion Automotive  July 2015 - Present
Billion Automotive  June 2014 - June 2015
Des Moines Register  March 2012 - May 2014
ING  June 2011 - December 2011
The Wealth Consulting Group  May 2010 - October 2010
Wealth Strategies Group   August 2008 - October 2010
TravelHero.com  April 2008 - August 2008
Lake Las Vegas Resort  July 2001 - April 2008

Skills
Customer Service, Strategic Planning, Budgets, Account Management, Event Planning, Event Management, Negotiation, Online Marketing, Sales Management, Social Media, Hospitality, Contract Negotiation, Marketing, Online Advertising

Education
University of Northern Iowa   1997 — 2000
Economics, Math, Management

Texas Lutheran University   1995 — 1997
N/A, Economics, Mathematics, Management

Experience
Wealth Strategies Group   August 2009 - Present
Profectus Leads Group   January 2009 - Present
Velocity Sports Performance  April 2003 - August 2006

Education
University of Northern Colorado   2004 — 2007
BA, Marketing, Communications

Experience
Wealth Strategies Group   July 2010 - Present
Wealth Strategies Group   April 2005 - July 2010
Medallion Financial Group  February 1997 - April 2005
Liberty Mutual Insurance  February 1990 - February 1994
Liberty Mutual Insurance  January 1987 - January 1990

Skills
Personal Financial..., Customer Service, Management, Team Building, Program Management, Financial Planning, Mutual Funds, Series 7, Public Speaking, Microsoft Office, Strategic Planning, Social Media, Project Management, Budgets, PowerPoint, Research, Microsoft Excel, Process Improvement, Retirement Planning, Investments, Microsoft Word, Windows, Insurance, Strategic Financial..., Life Insurance, Outlook, Teaching, Wealth Management, Estate Planning, Investment Advisory, Portfolio Management

Education
The George Washington University - School of Business   1989 — 1991
MBA, Finance

Indiana University of Pennsylvania   1980 — 1984
BS, Business Administration-Marketing

Experience
Global Wealth Partners, Inc.   February 2010 - Present
Wealth Strategies Group   2003 - 2010

Education
University of Illinois at Urbana-Champaign   1998 — 2003
Bachelor's, Ecomonics and German

Ruprecht-Karl-Universität Heidelberg   2001 — 2001
Economics

Experience
Peace of Mind Painting   June 2014 - Present
Colorado Paint Pros LLC   January 2013 - June 2014
Wealth Strategies Group   November 2012 - May 2013
Wells Fargo  May 2012 - November 2012
LePore's Painting   June 2005 - June 2012
CASHIER/GENERAL EMPLOYEE, Spoons Restaurant   August 2011 - May 2012
Impressions Marketing  November 2007 - December 2008

Skills
Colorado Life Insurance..., Colorado Health..., Sales, Finance, Small Business, Microsoft Office, Social Media, Public Speaking, Insurance, Banking, Inventory Management, Recruiting, Project Planning, Microsoft Word

Education
Colorado State University
2012 Bachelor of Science, Business Administration; Finance